Olistico Wealth, LLC Dimensional ETF Tr U S Small C Transaction History
Olistico Wealth, LLC
- $172 Billion
- Q4 2024
A detailed history of Olistico Wealth, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Olistico Wealth, LLC holds 17,413 shares of DFAS stock, worth $1.06 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
17,413
Previous 17,412
0.01%
Holding current value
$1.06 Million
Previous $1.13 Billion
0.34%
% of portfolio
0.66%
Previous 0.69%
Shares
9 transactions
Others Institutions Holding DFAS
# of Institutions
782Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$809 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$459 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$400 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$316 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$166 Million1.82% of portfolio